Why choose us?
Let us explain..
One dedicated advisor contact
You will meet with a Shalchi & Partners professional who will become your key point of contact and be responsible for the delivery of advice, both initially and going forward as your plans develop and your policies mature.
A team of experts working together for you
Our advisers work closely with our team of experts when researching your current planning, aiding your understanding and designing your financial proposal. This work involves the focus of our dedicated ‘back office’ team. Our team includes technical specialists, portfolio managers, investment analysts, researchers, paraplanners, and can involve our selected panel of legal advisers, accountants and international tax specialists for a small additional fee.
Experience & expertise
Our team approach ensures that you are not just gaining from the experience and expertise of one professional planner, but from a team of specialists working together, invested together into the success of your financial plan.
We hold valuable regulation and insurance for delivery of advice across multiple global jurisdictions. We have the technology and global expertise to advise you wherever you are in the world.
The importance of independence
Shalchi & Partners are a totally independent firm. This means that we are privately owned, with no ties to product providers, pension trustees, administrators, fund managers or other financial parties.
Our independence allows us to search the whole of the market without influence, to ensure that we recommend the most suitable, cost efficient, functional and best managed strategy to suit your plans and meet your goals.
We are a directly authorised firm, we are not part of a services network, which means you do not suffer layers of administration, confusing regulatory controls or additional unnecessary costs when dealing with us.
Our financial strength, industry experience and relationships with financial institutions means that our clients benefit from the best possible product pricing.
Our commitment to you
While we do conduct transactional business for those seeking specific planning advice, our focus is upon establishing long-lasting relationships with our clients and delivering an exemplary service over time. We aim to put in place a long-term strategy for you, and ensure its effectiveness going forward, as your circumstances and objectives change, we will adapt your planning to fit.
By engaging our services for the long-term, you can ensure that we are also invested in the success of your planning. While we cannot guarantee the success of financial markets each year, we can certainly make a commitment to you, that no matter what happens, we will conduct regular reviews of your planning and stand by you in both good and poor years; bull and bear markets.
- Investing sensibly
- Use of cash and secure assets
- Use of trusts and wrappers
- Planning for taxation
- Custodians & security
- Financial regions & holdings
How We Can Help
- Manage cash accounts
- Investment wrappers & tax
- Independent research & due diligence
- Portfolio management
- Withdrawal strategies
- Referrals to local will writers